市场不缺购买力，只缺确定性。谁能给确定性，谁就能拿到流量。 中房报记者 许倩丨天津报道 新春佳节，津城年味浓郁，房地产市场却显得有些平淡。 大年初八下午，天津市南开区某楼盘售楼处。记者推门而入，映入眼帘的不是促销海报，而是两块醒目的展板：一张是"关于落定九年一贯制学校的公 告"，上面写着"小学确定为五马路小学教育集团，中学确定为南开学校教育集团""业主可凭相关资料办理小学及中学入学手续"；旁边一张则是关于百年 名校南开中学升学率的介绍。 这样的学区宣传，在天津新房项目中几乎已是标配。河北区某楼盘售楼处外墙，巨幅标语写着"十二年制，小外学府"；河西区多个楼盘，则被中介冠 以"河西陪读改善房"的宣传标签，低总价楼盘备受陪读妈妈们青睐。 但宣传火热，现场较为冷清。 记者走访天津市多家新房售楼处发现，尽管多个楼盘"春节不打烊"，并推出特价房源、新春置业礼包、减免物业费等活动，却难改成交乏力、观望情绪浓 厚的现实。看房者寥寥无几，冷静和谨慎仍是主流。 4.0产品、现房撑起"春节档" 位于天津市南开区的格调观麟花园，属于天拖板块，承担着城市更新改善型需求。一期将于2026年12月交付，二期将于2028年底交付。 谈到项目 ...

就是这宗既不偏，也不远，方方正正的板块核心住宅用地，即将成为2025年末浑南区土地市场的"收官之作"。 时隔4年 广告 世纪大厦板块竟然还有待售土地？ 这是不少人对即将出让"世纪路南新成街东-1"地块的第一印象。 浑南世纪大厦板块新增宅地出让 12月17日，世纪路南新成街东-1地块将正式挂牌交易，这宗约1.89万平的住宅用地，以5000元/建筑平方米的起始价，成为年末沈阳楼市关注的重磅焦点。 | | | | | | | | 沈土挂[2025]11号挂牌交易地块情况说明表 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 兰海港 | 地块名称 | 四至范围 | 土地 序落 | 土地面积 (半)不 | 用地性质 容积率 | | 12 比例 | 建筑 | 绿地车 建筑高度 | 재 年限 | 起始价 (元) 建筑平 方米) | 竞买保 可是全 | 增价幅度 (元/建 筑平方 米) | 备注 | | | SYTJ2025 06 ...

Summary of Yuexiu Property's Conference Call Company Overview - **Company**: Yuexiu Property - **Date**: July 25, 2025 Key Points Sales Performance - In the first half of 2025, Yuexiu Property achieved a contract sales amount of 61.5 billion yuan, completing 51% of the annual target of 120.5 billion yuan [2][3] - Major contributions came from Beijing, Shanghai, and Guangzhou, accounting for 80% of total sales [2][3] - Notable projects include HeYue WangYun and HeYue YuMing in Beijing, which topped sales rankings [3] Land Acquisition Strategy - The company acquired 11 new land parcels in major cities, totaling approximately 1.17 million square meters, with 72% of acquisitions in first-tier cities [2][5] - The rights acquisition amount was about 8 billion yuan, with a full-year target of 30 billion yuan [5] - Focus remains on core cities like Beijing, Shanghai, and Guangzhou, maintaining a rights ratio of around 60% [4][9] Financial Health - As of the end of 2024, cash reserves exceeded 50 billion yuan, a year-on-year increase of approximately 9% [6] - The company maintains a "green" status under the "three red lines" policy and has seen a reduction in financing costs from 3.82% to 3.49% [6] - Full-year gross profit margin is expected to be no less than 10%, with a projected decline in net profit attributable to shareholders by 20%-25% due to market price fluctuations [4][16] Future Outlook - The total salable resources for the year are estimated at 235.4 billion yuan, with a de-stocking target of 51% [7] - The company plans to focus on investment opportunities in eight cities, including Beijing, Shanghai, Guangzhou, and Hangzhou [7][10] - The annual sales target for 2025 is set at 240 billion yuan, with no adjustments anticipated [8] Market Conditions - The overall real estate market in core cities remains relatively stable compared to second and third-tier cities, with price fluctuations noted [10] - The company expects the market conditions in the second half of the year to mirror those of the first half [10][18] Product Development - The company has enhanced its product offerings, particularly in the high-end market, with new projects in Guangzhou and Shanghai [14] - The design and planning of new products reflect a deep understanding of local market needs, contributing to higher occupancy rates [14] Policy and Economic Environment - Future real estate policies are expected to focus on interest rate reductions and land supply management to stimulate the market [18] - The company is actively engaging with local governments to optimize land use and enhance project execution [15][12] Shareholder Engagement - The company emphasizes market value management, maintaining a stable dividend policy at 40% of core net profit [19] - Ongoing efforts to enhance shareholder value through stock incentive plans for management [19] Additional Insights - The company is cautious about future market conditions, particularly in less stable regions, and is prepared to adapt its strategies accordingly [17][18]

新注册了一个小号"飞箭财经"，专注于汽车、人工智能产业和企业，感兴趣的朋友可以同步关注一下↓ 文 | 余飞 01 西安房价，低头了 从持续领涨，到房价五连跌，西安终究还是挡不住大势。 国家统计局披露，西安上个月新房价格环比下跌0.4%，同比下跌1%。新房价格自去年9月份以来，已经五连跌。 这与其在去年上半年持续领涨的态势，构成了剧烈的反差。 二手房早就在止跌，目前也丝毫没有回头的态势。1月份，西安二手房价格环比下跌0.3%，同比下跌7%。 去年上半年，我在分析西安楼市新房与二手房市场撕裂的时候，强调过当时为何新房价格上涨，二手房价格下跌。 有人解释说，是西安的综合实力强，人口竞争力强。 西安，作为科教重镇，高教实力、人口竞争力的确很强。 西安这座城市，作为西北第一城，最大的优势，就是人口竞争力，在西北没有哪座城市敢与之争锋。 2023年，在全国人口下降速度加快的背景下，西安的增量也大不如从前，但依旧有8.23万的增量，增量暂时位居全国第7。2024年数据尚未公 布。 制图：城市财经；数据：各城市统计局 人口源源不断地流入，带来源源不断的需求，对西安楼市构成较大利好。 而且，西安还虹吸着周边地区的购房需求，这 ...